Export Sales Catalogue
Sale Catalogues can be exported as Excel spreadsheets or printed
Select the sale you wish to export the catalogue of (Sales can be searched by sale number and name or filtered by department and status under the "Sales" tab)
Select the "Lots" tab
Select the white "Print" on the top right
Select "Catalogue" to print it or the "Catalogue (xlsx)" at the bottom to export it as an Excel spreadsheet
View Booked Item List
View the list of items in a Sale separated by category
Select the Sale you wish to view the booked item list for (Sales can be searched by sale number and name or filtered by department and status under the "Sales" tab)
Select the "Lots" tab
Select the blue arrow on the right of the "Schedule Lots" drop-down list
Select the white "Booked Items" to view the list of items in booked categories.
Sort Catalogue Categories
Select the Sale you wish to sort the catalogue for (Sales can be searched by sale number and name or filtered by department and status under the "Sales" tab)
Select the "Lots" tab
Select the blue arrow on the right of the "Schedule Lots" drop-down list
Select the white "Booked Items"
Select the white "Sort Categories" on the top right
Drag and drop the categories on the left to change their order
Subcategories can also be sorted under each category
When the Catalogue is exported it will appear in this order.
Import a Catalogue
Select the Sale you wish to view the booked item list for (Sales can be searched by sale number and name or filtered by department and status under the "Sales" tab)
Select the "Lots" tab
Select the blue arrow on the right of the "Schedule Lots" drop-down list
Select the white "Long Descriptions"
Select the white "Export" on the right (choose the format)
A document containing the current catalogue will be downloaded
Edit the document and save the copy
Select the white "Select File" on the right or drag and drop the file in. This imports the edited catalogue.
The items will be viewed in a list of descriptions
Select the green "Update Items"
Instead of first exporting the catalogue, a new spreadsheet can be made using the file format below (this is also listed on the bottom right) of the Descriptions tab.
File Format (*.csv / *.xlsx)
Column Names Required In File:
Contract-Item (must match)
Name *
Category *
Section *
Lot# *
Catalogue Title
Description
Estimate Low
Estimate High
* Optional fields
A blank field will leave the value unchanged and a "-" will clear the value
File Format (*.txt)
[{ContractNumber}-{ItemNumber}]
{LotNumber or -}
{Description 1}
{Description n}
{EstimateLow} - {EstimateHigh (optional)}
-- Blank Line Between Items --Text File Encoding: Unicode (UTF-8)
Add New Attributes
adding extra spreadsheet columns - Common information between all the lots can be managed as custom attributes allowing for consistent formatting between items. To add new attributes simply add a new column to the descriptions spreadsheet as shown below:
These will appear in the description (on both the website & catalogue) as a name and a value as shown below:
